Category:Bookings: Difference between revisions

Line 176:

=== Charges and Payments ===

In the tab ''Charges and Payments'' you ~~may enter more~~ charges and payments ~~manually~~.

In the tab ''Charges and Payments'' you can manage guests charges and payments.

*Enter chargeable items or ~~and payments~~. ~~Click Recalculate to update~~ the ~~balance~~ and ~~enter a blank new row~~.

Information from your booking page or sent from a channel are automatically entered. For bookings from OTAs you can adjust how the charges and payments are imported in SETTINGS->CHANNEL MANAGER.

*To remove an item check ~~the remove box~~ and ~~click Recalculate~~.

On this tab you can:

*Enter or change '''chargeable items''', '''payments''' or '''pending payments'''. Click on the + icon to add and enter a blank new row.

**Upsell Item which are created in SETTINGS->PROPERTIES->UPSELLING can be automtically selected as charges.

**You can create invoice items for items sold on site in SETTINGS->GUEST MANAGEMENT-INVOICE "Invoice Items".

*To remove an item click on the ... menu and then choose "Delete".

*Under "Pending Payments" you can add amounts and due dates for outstanding payments. Pending payments can be collected manually our automatically. This option is available for customers who use [[Stripe|Stripe]].

**For '''automatic charging''' set the "pending payment" to "auto" and enter a due date in the future. Auto payments run once per day. After the payment was collected you will see a status information on the "Info" tab. Successfull collections will be moved from "Pending Payments" to "Payments".

**Channel collect payments with virtual cards can be set to be automatically collected.

**A manual charge to a card can be made if the credit card has been sent to Stripe by clicking on the ... menu and then clicking on "charge now". Successfull collections will be moved from "Pending Payments" to "Payments".

The "Status" field can be used to specify the type of an item. Examples are payment methods or different VAT levels. You can preset your status values in SETTINGS->GUEST MANAGEMENT-INVOICE "Invoice Items".

By default the description of the lodging price displays room name, check-in date and check-out date. You can change what is displayed there in SETTINGS->GUEST MANAGEMENT-INVOICE "nvoice Item Room Description".

*The balance will be calculated and displayed for this booking in the booking summary.

[[Image:Charges.png|600px|link=]]

[[Media:Charges.png|view large]]

@@ Line 176: / Line 176: @@
 === Charges and Payments ===
-In the tab ''Charges and Payments'' you may enter more charges and payments manually.
+In the tab ''Charges and Payments'' you can manage guests charges and payments.
-*Enter chargeable items or and payments. Click Recalculate to update the balance and enter a blank new row.
+Information from your booking page or sent from a channel are automatically entered. For bookings from OTAs you can adjust how the charges and payments are imported in SETTINGS->CHANNEL MANAGER.
-*To remove an item check the remove box and click Recalculate.
+On this tab you can:
+*Enter or change '''chargeable items''', '''payments''' or '''pending payments'''. Click on the + icon to add and enter a blank new row.
+**Upsell Item which are created in SETTINGS->PROPERTIES->UPSELLING can be automtically selected as charges.
+**You can create invoice items for items sold on site in SETTINGS->GUEST MANAGEMENT-INVOICE "Invoice Items".
+*To remove an item click on the ... menu and then choose "Delete".
+*Under "Pending Payments" you can add amounts and due dates for outstanding payments. Pending payments can be collected manually our automatically. This option is available for customers who use [[Stripe|Stripe]].
+**For '''automatic charging''' set the "pending payment" to "auto" and enter a due date in the future. Auto payments run once per day. After the payment was collected you will see a status information on the "Info" tab. Successfull collections will be moved from "Pending Payments" to "Payments".
+**Channel collect payments with virtual cards can be set to be automatically collected.
+**A manual charge to a card can be made if the credit card has been sent to Stripe by clicking on the ... menu and then clicking on "charge now".  Successfull collections will be moved from "Pending Payments" to "Payments".
+The "Status" field can be used to specify the type of an item. Examples are payment methods or different VAT levels. You can preset your status values in SETTINGS->GUEST MANAGEMENT-INVOICE "Invoice Items".
+By default the description of the lodging price displays room name, check-in date and check-out date. You can change what is displayed there  in SETTINGS->GUEST MANAGEMENT-INVOICE "nvoice Item Room Description".
-*The balance will be calculated and displayed for this booking in the booking summary.
 [[Image:Charges.png|600px|link=]]
 [[Media:Charges.png|view large]]

Category:Bookings: Difference between revisions

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